Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,914
| Closed | -$240K | – | 337 |
|
|
2017
Q2 | $240K | Hold |
13,914
| – | – | 0.01% | 309 |
|
|
2017
Q1 | $225K | Buy |
13,914
+200
| +1% | +$3.23K | 0.01% | 317 |
|
|
2016
Q4 | $219K | Sell |
13,714
-3,198
| -19% | -$51.1K | 0.01% | 326 |
|
|
2016
Q3 | $279K | Buy |
+16,912
| New | +$279K | 0.01% | 320 |
|